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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i, so much doom and gloom and grumpy people, I get it haha but be mad at yourselves not 5i!!

I could have sold Roku Shop and LSPD at all time highs but I also owned them before COVID and topped up near covid lows so not selling on the way up to all time highs in 2021 worked quite well but being greedy and anchored to certain prices did not end well :)

Thanks for all your wisdom over the years I sure wish I listened the many times you stressed keeping weightings at a reasonable level as much as you like a stock I shall try to heed that more often.

Let’s look at this positively if anyone has 5 plus years or more investing how can you not be excited to pick some possibly massive winners for the future. It’s like March 2020 opportunities but some look better and could be even more exciting when things settle down long term.

If you had to pick 5 growth stocks that you could own for the next 5 years the goal of course is capital appreciation and I’m not asking you to pick and purchase the stock today but if you had to pick the stocks today but had the next 12 months to purchase at any pace you want what 5 stocks would choose? Canadian or American sector doesn’t matter nor does risk.

Read Answer Asked by Michael on February 18, 2022
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
Read Answer Asked by James on February 18, 2022
Q: Hi!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 18, 2022
Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
Read Answer Asked by Jabs on February 18, 2022
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Read Answer Asked by Peter on February 18, 2022
Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.
Read Answer Asked by Justin on February 17, 2022
Q: What are your thoughts on the earnings. I hold stock in my account and joint account. Both are in Cash account.

Tax Purpose - When I sell do I need to Average combine both accounts. Or I need to report profit separately since one is in joint account and another my own account.

Thanks for the great service
Read Answer Asked by Hector on February 17, 2022
Q: Your top 10 US growth stocks please. Thanks.
Read Answer Asked by Peter on February 17, 2022
Q: Both of these health care stocks fell significantly after reporting what appear to be decent earnings. They are both expensive -- less so now -- and high valuation stocks are currently being punished. But the drops seem overly harsh. Could you please comment on their earnings and guidance. Is this a good time to buy? Thanks.
Read Answer Asked by Ron on February 17, 2022
Q: Hi Peter and 5i,
Would you please comment on GRMN earnings?
With regards to their future guidance for next year - Sales $5.0B up to $5.5B, GM% - 57.5% down from 58.0% (also down more so from previous years), Pro forma EPS $5.90 basically the same as this year at $5.82.
I like their $3.1B cash position.
Do you think supply chain issues are the main driver for their GM% reductions and thus their EPS in 2022 guidance? And do you see GRMN returning to their steady growth (single and sometimes low double digit) beyond 2022 and would you continue to hold this stock for the long term (5 years +)?
Read Answer Asked by Dennis on February 17, 2022
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